| Module 1: Foundation in Financial Planning |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
Day 6 |
Day 7 |
CFP 102
Saturday
(1st Intake) |
Feb 18
(Thomas) |
Feb 25
(Thomas) |
Mar 3
(Thomas) |
Mar 10
(KC ) |
Mar 17
(KC ) |
Mar 24
(Kong) |
June 2
(Elwin) |
CFP106
Sat/Sun
(2nd Intake) |
Mar 10
(KC ) |
Mar 17
(KC ) |
Mar 24
(Kong) |
April 8
(Elwin) |
April 15
(Elwin) |
April 22
(Elwin) |
June 2
(Elwin) |
CFP 107
Sunday
(3rd Intake) |
April 8
(Elwin) |
April 15
(Elwin) |
April 22
(Elwin) |
May 6
(KC Yap) |
May 13
(Kong) |
May 20
(KC Yap) |
June 2
(Elwin) |
CFP 11M (English & Mandarin)
Sat/Sun
(4th Intake) |
April 28
(Wendy) |
April 29
(Wendy) |
May 5
(Wendy) |
May 12
(Wendy) |
May 19
(Wendy) |
May 26
(Wendy) |
June 2 (Elwin) |
IFP 101
Saturday
(IFP M1 1st Intake) |
Mar 24
(Haznan) |
Mar 31
(Haznan) |
April 7
(Haznan) |
April 14
(Haznan) |
April 21
(Haznan) |
- |
May 26
(Haznan) |
|
| Module 2: Risk Management & Insurance Planning |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
Day 6 |
Day 7 |
CFP 203
Saturday
(1st Intake) |
feb 18
(Elwin) |
Feb 25
(Elwin) |
Mar 3
(Elwin) |
Mar 10
(Elwin) |
Mar 17
(Elwin) |
Mar 24
(Elwin) |
May 26
(Looi) |
CFP206
Sunday
(2nd Intake) |
April 1
(Looi) |
April 15
(Looi) |
April 22
(Looi) |
April 29
(Looi) |
May 6
(Looi) |
May 13
(Looi) |
May 26
(Looi) |
| Module 3: Tax Planning |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
Day 6 |
Day 7 |
CFP 302
Sunday
(1st Intake) |
Feb 19
(Kong) |
Feb 26
(kong ) |
Mar 4
(Kong) |
Mar 11
(Kong) |
Mar 18
(Kong) |
Mar 25
(Kong) |
May 20
(Kong) |
CFP305
Saturday
(2nd Intake) |
Mar 31
(Chow) |
April 7
(Chow) |
April 14
(Chow) |
April 21
(Chow) |
April 28
(Chow) |
May 5
(Chow) |
May 19
(Kong) |
| Module 4: Investment Planning |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
Day 6 |
Day 7 |
CFP 402
Saturday
(1st Intake) |
Feb 18
(CW Yap) |
Feb 25
(CW Yap) |
Mar 3
(CW Yap) |
Mar 10
(CW Yap) |
Mar 17
(CW Yap) |
Mar 24
(CW Yap) |
May 19
(Yap KC) |
CFP 405
Sunday
(2nd Intake) |
April 1
(Thomas) |
April 8
(Thomas) |
April 15
(Thomas) |
April 22
(Thomas) |
Aprl 29
(Thomas) |
May 6
(Thomas) |
Dec 3
(Yap KC) |
| Module 5: Retirement & Estate Planning |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
Day 6 |
Day 7 |
CFP 503
Sunday
(1st Intake) |
Feb 19
(KC Yap) |
Feb 26
(KC Yap) |
Mar 4
(KC Yap) |
Mar 11
(Azhar) |
Mar 18
(Azhar) |
Mar 25
(Azhar) |
June 6
(KC Yap & Azhar) |
CFP 505
Sat/Sun
(2nd Intake) |
Mar 11
(Azhar) |
Mar 18
(Azhar) |
Mar 25
(Azhar) |
April 14
(KC Yap) |
April 21
(KC Yap) |
May 5
(KC Yap) |
June 6
(Yap KC & Azhar) |
CFP 506
Saturday
(3rd Intake) |
April 14
(KC Yap) |
April 21
(KC Yap) |
May 5
(KC Yap) |
May 12
(Azhar) |
May 19
(Azhar) |
May 26
(Azhar) |
June 6
(Yap KC & Azhar) |
| Module 6: Financial Plan Construction & Professional Responsibilities |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
Day 6 |
Day 7 & 8 |
CFP 603
Sunday
(1st Intake) |
Feb 19
(James) |
Feb 26
(James) |
Mar 4
(James) |
Mar 11
(James) |
Mar 18
(James) |
Mar 25
(James) |
May 20 (James) & June 6 (Eng) |
CFP 606
Saturday
(2nd Intake) |
Mar 31
(Eng) |
April 7
(Eng) |
April 14
(Eng) |
April 21
(Eng) |
April 28
(Eng) |
May 5
(Eng) |
May 20 (James) & June 2 (Eng) |
| CFP Module 6 Exam Preparation Boot Camp (Optional) |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
- |
- |
- |
CFP 608A
Sat/Sun |
April 1
(James) |
April 8
(Kong) |
April 15
(Eng) |
April 22
(KC Yap) |
Paper A: Financial Planning Highlights |
CFP 608B
Sat/Sun |
May 12
(Eng) |
May 19 (Eng) |
May 26 (Eng) |
Paper B: Financial Plan Construction Methodology & Case Studies |
| IFP Challenge Status Preparatory Course/Basics of Islamic Financial Planning |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
- |
- |
- |
IFP 6P1
Saturday
(Prep Course) |
Mar 24
(Haznan) |
Mar 31
(Haznan) |
April 7
(Haznan) |
April 14
(Haznan) |
- |
- |
- |
| IFP Module 6 |
| Venue: Level 1, KDU University College, Damansara Jaya |
Time: 9:30am - 5:00pm |
| Class |
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
Day 6 |
- |
IFP 601
Sat/Sun
(IFP M6) |
April 21 (Sat) (Azman)
|
April 28 (Sat) (Azman)
|
May 6 (Sun) (Azman)
|
May 12 (Sat) (Maznita)
|
May 19 (Sat) (Maznita)
|
May 26 (Sat) (Maznita)
|
- |
| Training Workshop: "How to Use Financial Calculator & Time Value of Money" |
|
Workshop
1
Facilitator: Thomas Chan
Date: Sat, February 26, 2012
Time: 2:00pm - 6:00pm
Venue: Level 1, KDU University College, Damansara Jaya Campus, PJ
|
Workshop 2 Facilitator: Elwin Lau
Date: Sat, April 14, 2012
Time: 2:00pm - 6:00pm
Venue: Level 1, KDU University College, Damansara Jaya Campus, PJ |
| Financial Planning Career Counselling & Couching Session |
|
Session 1
Facilitator: Linnet Lee
Date: Sat, February 11, 2012
Time: 9:30pm - 12:30pm
Venue: Level 1, KDU University College, Damansara Jaya Campus, PJ
|
Session 2 Facilitator: Linnet Lee
Date: Sat, March 24, 2012
Time: 9:30am - 12:30pm
Venue: Level 1, KDU University College, Damansara Jaya Campus, PJ |